HCM

Hudson Capital Management Portfolio holdings

AUM $353M
1-Year Est. Return 15.41%
This Quarter Est. Return
1 Year Est. Return
+15.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$5.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.76M
3
+$1.4M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$927K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$888K

Top Sells

1
+$3.86M
2
+$2.12M
3
+$1.47M
4
MBB icon
iShares MBS ETF
MBB
+$1.11M
5
ETP
Energy Transfer Partners, L.P.
ETP
+$660K

Sector Composition

1 Technology 9.34%
2 Financials 7.83%
3 Healthcare 5.73%
4 Consumer Discretionary 3.27%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$682K 0.5%
9,349
+2,216
52
$649K 0.47%
+4,982
53
$634K 0.46%
13,749
-1,104
54
$600K 0.44%
46,782
55
$561K 0.41%
+42,503
56
$541K 0.39%
11,494
+1,053
57
$503K 0.37%
28,002
-1,201
58
$492K 0.36%
+2,588
59
$475K 0.35%
4,353
-390
60
$434K 0.32%
4,271
-1,249
61
$420K 0.31%
6,917
-2,319
62
$408K 0.3%
3,753
+915
63
$375K 0.27%
8,158
-1,995
64
$374K 0.27%
6,366
-1,439
65
$329K 0.24%
+3,937
66
$324K 0.24%
1,234
-238
67
$316K 0.23%
2,603
-100
68
$286K 0.21%
13,251
-1,104
69
$274K 0.2%
1,641
+99
70
$269K 0.2%
+3,580
71
$267K 0.19%
30,093
72
$204K 0.15%
+4,522
73
$195K 0.14%
12,500
74
$178K 0.13%
+11,648
75
$35K 0.03%
5,380
1 2
3
4